Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
David Moadel It really does sound unbelievable: that a 24-year-old former OpenAI researcher could just start a hedge fund worth billions and score a return of 1,000% since inception. Undoubtedly, the man I speak…
During the Lightning Round of CNBC’s Mad Money, Jim Cramer adopted a more defensive stance, characterizing the broader market as “turned ugly.” One of his strongest warnings was reserved for Ondas Holdings (NASDAQ:ONDS), one…
Almost six months ago, our December 2025 piece Analysts See Triple-Digit Revenue Growth in 2026 for These 3 AI Infrastructure Stocks argued that three names sat in the sweet spot of the…
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a…
Omor Ibne Ehsan Live Updates Mortgage Rates Rise 12:28pm ETMortgage rates ticked higher again this week, reaching their loftiest level since August and adding another headwind to an already strained housing market. The average rate…
Gerelyn Terzo The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the…
Live Updates Biggest Losers 11:10am ETThe following stocks are among the hardest hit in today’s market sell-off: Coinbase (Nasdaq: COIN) down 7.4%. Ford (NYSE: F) down 7.4%. Intel (Nasdaq: INTC) down 6.1%.…
Live Updates China Deal 1:06pm ETA major deal is taking shape out of Beijing. China has agreed to purchase 200 Boeing aircraft, marking the country’s first order of American-made commercial jets in…
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings…
David Moadel Live Updates Chip Stock Rally1:33pm ETChip stocks are staging their latest rally, driven by gains in Micron (Nasdaq; MU), which is advancing 7.7% today followed by Nvidia’s 2.6% gain. “This market does…
IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus,…
Reid Hoffman, the LinkedIn co-founder and prolific Silicon Valley investor, is making one of the boldest calls of his career on artificial intelligence. Speaking on “Money And Wealth With John Hope Bryant”…
The Nasdaq Composite (NASDAQ: ^IXIC) heads into May with record-setting momentum, closing April with a 15% monthly gain, its biggest since April 2020. Thursday’s nearly 1% advance capped the run, and after-the-bell…
